Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 20+ YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.52K- 26.49% |
$222K - $239K
|
7.01K
$652K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-2.54K- 9.86% |
$223K - $241K
|
23.3K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.58K- 31.8% |
$226K - $244K
|
5.52K
$514K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.58K- 31.8% |
$226K - $244K
|
5.52K
$514K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.64K- 24.43% |
$232K - $250K
|
8.16K
$759K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.66K- 18.76% |
$233K - $252K
|
11.5K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
SELL
|
- |
-2.74K- 1.29% |
$240K - $259K
|
210K
$19.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2.75K- 12.94% |
$241K - $260K
|
18.5K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-2.77K- 21.43% |
$243K - $262K
|
10.1K
$943K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.77K- 9.51% |
$243K - $262K
|
26.4K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.94K- 6.88% |
$258K - $278K
|
39.8K
$3.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.94K- 5.07% |
$258K - $278K
|
55K
$5.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.95K- 12.55% |
$259K - $279K
|
20.6K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.97K- 2.49% |
$261K - $281K
|
116K
$10.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3K- 30.36% |
$263K - $284K
|
6.87K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.11K- 37.49% |
$273K - $294K
|
5.18K
$482K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.12K- 17.17% |
$274K - $296K
|
15.1K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.13K- 2.31% |
$274K - $296K
|
132K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.17K- 41.11% |
$278K - $300K
|
4.54K
$423K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.22K- 6.7% |
$282K - $305K
|
44.8K
$4.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.25K- 10.83% |
$286K - $308K
|
26.8K
$2.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.27K- 25.38% |
$287K - $310K
|
9.63K
$896K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.3K- 34.09% |
$289K - $312K
|
6.38K
$593K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.33K- 9.66% |
$293K - $316K
|
31.2K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.39K- 20.86% |
$298K - $321K
|
12.9K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.43K- 1.52% |
$301K - $325K
|
223K
$20.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.43K- 0.79% |
$301K - $325K
|
429K
$40M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-3.48K- 11.53% |
$306K - $330K
|
26.7K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.52K- 57.69% |
$309K - $333K
|
2.58K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.73K- 9.1% |
$328K - $353K
|
37.3K
$3.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-3.8K- 73.36% |
$333K - $360K
|
1.38K
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.84K- 3.33% |
$337K - $363K
|
111K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.04K- 2.78% |
$355K - $383K
|
141K
$13.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.04K- 11.11% |
$355K - $383K
|
32.4K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.06K- 11.6% |
$356K - $384K
|
30.9K
$2.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-4.16K- 12.41% |
$365K - $394K
|
29.4K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.19K- 22.71% |
$368K - $396K
|
14.3K
$1.33M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.31K- 16.69% |
$378K - $408K
|
21.5K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.35K- 3.59% |
$381K - $411K
|
117K
$10.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.35K- 44.58% |
$382K - $412K
|
5.41K
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.46K- 79.09% |
$391K - $422K
|
1.18K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.49K- 61.33% |
$394K - $425K
|
2.83K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.54K- 8.7% |
$399K - $430K
|
47.7K
$4.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.61K- 52.77% |
$404K - $436K
|
4.12K
$384K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.83K- 26.41% |
$424K - $457K
|
13.4K
$1.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-4.88K- 35.15% |
$428K - $462K
|
9K
$838K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.93K- 6.55% |
$432K - $466K
|
70.3K
$6.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-4.94K- 3.51% |
$434K - $468K
|
136K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.96K- 5.23% |
$436K - $470K
|
90K
$8.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.97K- 47.78% |
$436K - $471K
|
5.43K
$506K
|